Answer These Five Questions and We’ll Tell You How to File Your Taxes

With tax season right around the corner, it’s time to start getting serious about how (and where!) to file your taxes. There are a variety of options out there, from free tax preparation, to MyFreeTaxes, to paid services. Taxes may be difficult, but choosing a way to file doesn’t have to be. Take this quiz to find out your best option!

How much did you (and your spouse if you are married filing jointly) earn in 2017?
$54,000 or less
$54,000 to $66,000
$66,000 or more

Correct!

Wrong!

Are you comfortable with computers?
Yes! I know the basics.
Nope! Computers aren’t my thing.

Correct!

Wrong!

Are you open to learning how to file your own taxes with a little guidance?
Yes! I already have experience filing my own taxes or I am willing to learn.
No

Correct!

Wrong!

Did you have a business with employees or expenses over $25,000 in 2017?
Yes
No

Correct!

Wrong!

Will you need any of the following forms prepared?

  • Schedule C with losses

  • Complicated Schedule D (capital gains and losses)

  • Form SS-5 (request for Social Security Number)

  • Form 8606 (non-deductible IRA)

  • Form 8615 (minor’s investment income)

  • Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)

  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)

Yes
No
Unsure

Correct!

Wrong!

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